Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 6,384 institutions that hold shares in the stock, with a total of 9.1 Billion shares, which have been reported (via 13F filing form) to have a value of $1.91 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
True North Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
111,335
shares
|
$23.4 Million
4.44% of portfolio
|
Q2 2025
Added 2.75%
|
|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
111,333
shares
|
$23.4 Million
5.55% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
|
Sierra Summit Advisors LLC
Incline Village, NV |
May 12, 2025 Q1 2025 |
111,309
shares
|
$23.4 Million
5.36% of portfolio
|
Q1 2025
Added 2.48%
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
111,177
shares
|
$23.3 Million
10.14% of portfolio
|
Q1 2025
Added 1294.94%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 13, 2025 Q1 2025 |
111,100
shares
|
$23.3 Million
4.72% of portfolio
|
Q1 2025
Reduced 5.71%
|
|
|
Sowa Financial Group, Inc.
Lincoln, RI |
Apr 16, 2025 Q1 2025 |
111,078
shares
|
$23.3 Million
18.29% of portfolio
|
Q1 2025
Reduced 1.86%
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
111,046
shares
|
$23.3 Million
4.45% of portfolio
|
Q1 2025
Reduced 8.82%
|
|
|
Valicenti Advisory Services Inc
|
Jul 16, 2025 Q2 2025 |
111,025
shares
|
$23.3 Million
5.32% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
110,953
shares
|
$23.3 Million
4.23% of portfolio
|
Q3 2022
Reduced 2.71%
|
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
Jul 16, 2025 Q2 2025 |
110,917
shares
|
$23.3 Million
8.02% of portfolio
|
Q2 2025
Added 49.31%
|
|
|
Security National Bank
|
Jul 10, 2025 Q2 2025 |
110,858
shares
|
$23.3 Million
4.03% of portfolio
|
Q2 2025
Reduced 4.96%
|
|
|
Li Lu
Himalaya Capital Management LLC | Seattle, Wa
|
May 15, 2025 Q1 2025 |
110,600
shares
|
$23.2 Million
1.13% of portfolio
|
Q1 2025
Reduced 65.19%
|
|
|
Beck Mack & Oliver LLC
New York, NY |
May 15, 2025 Q1 2025 |
110,509
shares
|
$23.2 Million
0.56% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Sierra Capital LLC
|
Apr 30, 2025 Q1 2025 |
110,506
shares
|
$23.2 Million
2.96% of portfolio
|
Q1 2025
Reduced 1.58%
|
|
|
Weil Company, Inc.
|
Apr 30, 2025 Q1 2025 |
110,462
shares
|
$23.2 Million
8.22% of portfolio
|
Q1 2025
Reduced 2.35%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
110,455
shares
|
$23.2 Million
3.11% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
Conning Inc.
|
Apr 28, 2025 Q1 2025 |
110,419
shares
|
$23.2 Million
0.92% of portfolio
|
Q1 2025
Reduced 4.45%
|
|
|
Ttp Investments, Inc.
|
Jul 11, 2025 Q2 2025 |
110,340
shares
|
$23.2 Million
9.67% of portfolio
|
Q2 2025
Reduced 5.91%
|
|
|
Cottage Street Advisors LLC
|
Apr 21, 2025 Q1 2025 |
110,306
shares
|
$23.2 Million
11.09% of portfolio
|
Q1 2025
Added 120.29%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
May 09, 2025 Q1 2025 |
110,288
shares
|
$23.2 Million
3.56% of portfolio
|
Q1 2025
Reduced 7.15%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
May 06, 2025 Q1 2025 |
110,156
shares
|
$23.1 Million
2.0% of portfolio
|
Q1 2025
Added 1.76%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
May 06, 2025 Q1 2025 |
110,066
shares
|
$23.1 Million
4.2% of portfolio
|
Q1 2025
New holding
|
|
|
Wilmar Advisors LLC
Juno Beach, FL |
May 12, 2025 Q1 2025 |
110,000
shares
|
$23.1 Million
25.29% of portfolio
|
Q1 2025
Reduced 8.33%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jul 09, 2025 Q2 2025 |
109,948
shares
|
$23.1 Million
2.7% of portfolio
|
Q2 2025
Reduced 6.09%
|
|
|
Harrell Investment Partners, LLC
Austin, TX |
Jul 15, 2025 Q2 2025 |
109,815
shares
|
$23.1 Million
5.71% of portfolio
|
Q2 2025
Added 4.37%
|